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Financial planning
Challenger Financial Services will be able to offer its clients access to international securities after acquiring a 25 per cent stake in Five Oceans Asset Management....
Financial planning
Fledgling boutique fund manager Quest Asset Partners has been appointed by Russell Investment Group to manage about $35 million for its Russell Australian Shares Aggressi...
Financial planning
The evolution of financial planning systems has taken various forms, as the complexity of advisers’ business practices grows. Traditionally, there has been the front-end ...
Funds management
ING Investment Management has appointed Justin Blaess as listed property and infrastructure director, effective from today....
Financial planning
While it would seem the American financial consumer likes hands-on help, Australians may want some ’professional distance’, as Ray Griffin investigates....
Financial planning
A stellar performance in both Australian and international equities has resulted in Alliance Bernstein taking out the overall prize in the Money Management Fund Manager o...
Financial planning
Boutique funds management outfit MIR is quickly becoming one of the more sought after managers in the country after it was added to the investment line-up of yet another ...
Policy & Regulation
A global database for dealer group research heads, and a tax liability management tool, are next on the agenda for Morningstar following yesterday’s release of its client...
Financial planning
Steve Kyling’s departure after six years at Challenger Howard Mortgage Trust has seen Lonsec downgrade the product, while his new employers, MFS, have coincidentally had ...
People & Products
Super fund Sunsuper has appointed Mercer Investment Consulting to advise on its range of investment products....
Financial planning
Even the most technology savvy financial planners are inclined to switch off when the discussion turns to ‘straight through processing’. But that could soon change, write...
Financial planning
Australian Financial Services has signed a deal with Praemium Portfolio Service that will see its network of 50 member firms have access to the virtual wrap system....
Financial planning
Just a few years ago, individually managed accounts (IMAs) were heading for the top of the charts with a bullet. Things didn’t work out exactly as planned, writes John Wi...
Financial planning
UBS Global Asset Management is the latest investment manager to lose key small cap personnel after the loss of its emerging companies fund portfolio manager Michael Cowin...
Financial planning
Individual and discrete private client portfolio manager Clime Asset Management has struck a deal with niche managed account software group Financial Simplicity to licens...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...